See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,456 | $49,177-23.8% | $79,464-52.9% | $64,186-41.6% |
| Participation rate | 96.2% | 65.0%+31.2pp | 73.3%+22.9pp | 69.6%+26.7pp |
| Annual return | -7.23% | -1.16%-6.1pp | 718.14%-725.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $10,787 | $2,076+419.5% | $2,800+285.2% | $2,381+353.1% |
| Participant deferral / active EE | $3,828 | $2,821+35.7% | $3,704+3.3% | $3,470+10.3% |
| Admin fee / account holder | $1,113 | $3,839-71.0% | $5,113-78.2% | $4,888-77.2% |